Ann: Company Update and Webinar, page-68

I think the Company is purposely keeping their strategy "muddy" for competitive reasons but I detect a clear pivot to a growing IP Sales strategy ,which was PVDM's model all along, and senior management is taking a hands on role with ASIC designers and manufacturers (ie Socionext competitors) which is likely to cover Europe, US, Japan, Israel and China.This must be from significant sales leads and as such avery interesting sales channel that needs a developing IP Ecosystem.I wonder where ARM are in all of this a few more patent filings for Akida may prick up their ears down the track.This is not going to happen in a rush but the price will once the market gets a clear bead on strategy and traction.I can see a large upfront IP payment and suspension for a while because they don't reveal the name as not allowed to.I see some position traders left the building following the announcement and no FOMOWhen the AKIDA device is released say second quarter this will grow legs if users/potential customers are impressedThe real benchmarking can be done of an actual device against what else is in the marketFunny but they seem busy even LDN and that is usually when rookie errors creep in.The most telling comment for me was that PVDM has a stock of ideas in his intray for Akida 2.0 and LDN and RL have difficulty getting his attention so out CTO is very busy keeping up his end with more to come Happy to hang in there until AGM if nothing by then well will be a very very interesting meeting.So LDN RL start landing this baby